Holders over time
- C
- WFC
| Quarter | C | WFC |
|---|---|---|
| Q3 2020 | 29 holders, $10.2bn | 34 holders, $15.9bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $19.5bn |
| Q1 2021 | 30 holders, $18.8bn | 31 holders, $23.4bn |
| Q2 2021 | 31 holders, $17.8bn | 33 holders, $28.0bn |
| Q3 2021 | 35 holders, $16.0bn | 28 holders, $27.7bn |
| Q4 2021 | 38 holders, $13.9bn | 32 holders, $28.6bn |
| Q1 2022 | 31 holders, $13.3bn | 37 holders, $28.8bn |
| Q2 2022 | 27 holders, $11.0bn | 32 holders, $24.1bn |
| Q3 2022 | 31 holders, $10.2bn | 28 holders, $25.5bn |
| Q4 2022 | 32 holders, $10.8bn | 33 holders, $25.2bn |
| Q1 2023 | 33 holders, $11.0bn | 34 holders, $21.5bn |
| Q2 2023 | 33 holders, $10.4bn | 29 holders, $23.4bn |
| Q3 2023 | 30 holders, $8.5bn | 30 holders, $22.9bn |
| Q4 2023 | 41 holders, $12.0bn | 32 holders, $27.2bn |
| Q1 2024 | 35 holders, $14.9bn | 27 holders, $33.6bn |
| Q2 2024 | 38 holders, $15.9bn | 37 holders, $34.1bn |
| Q3 2024 | 38 holders, $15.5bn | 35 holders, $32.0bn |
| Q4 2024 | 35 holders, $15.8bn | 42 holders, $38.9bn |
| Q1 2025 | 32 holders, $15.4bn | 39 holders, $38.2bn |
| Q2 2025 | 37 holders, $18.2bn | 33 holders, $41.6bn |
| Q3 2025 | 36 holders, $22.0bn | 29 holders, $41.5bn |
| Q4 2025 | 36 holders, $24.4bn | 29 holders, $43.6bn |
| Q1 2026 | 39 holders, $22.8bn | 34 holders, $36.8bn |
| Q2 2026 | 33 holders, $25.2bn | 41 holders, $38.2bn |
Citigroup Inc
- Holders
- 41
- Reported value
- $12.0bn
- Buyers
- 27
- Sellers
- 13
Breadth +14 among 93 comparable managers.
Wells Fargo & Co
- Holders
- 32
- Reported value
- $27.2bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 93 comparable managers.
Who holds both, Q4 2023
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC
Only C (16)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Citadel Advisors LLC, Holocene Advisors LP, Man Group PLC, Maverick Capital Ltd, Moore Capital Management LP, Renaissance Technologies LLC, Scion Asset Management LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.